The Must Read PSA Weekly Research Round-Up (Week to Sept 29th)
Inside the PSA Japan Weekly Research Round-Up you have:
Reports / Flash Notes Published This Week: Headlines at a Glance (full reports available upon request):
1. Graphite Electrode Market – Hopes for Higher Graphite Prices Amid Industry Restructuring
Company / Sector / Thematic Comments at a Glance (for more details, please ask):
Politics
1. Oct 22nd Elections – a Two-Horse Race Now?
Technology: Consumer and Industrial Electronics / Electronic Components
2. Telecom Network Testing-Plays Rise: Anritsu (6754) / Artiza Networks (6778)
3. Toshiba (6502): Toshiba Memory Sale: Perhaps a Fitting End to Act One
4. Apple Supply Chain: Similar Comments about a Pick Up in H2 from NOK and Alps
Chemicals / Electronic Materials
5. Shin-Etsu Chemical (4063): Hiking Prices in Texas after Harvey
6. Sumitomo Chemical (4005): Nucleic Acid Drug Exposure Raised – Read-across to Nitto Denko
7. Japanese M&A: Many Different Strategic Approaches
8. Hoya (7741): Investment in the Acquisition of Toshiba Memory
9. iPhone X – For Want of a... Facial Recognition Sensor
10. Japan Display (6740): LCD Screens to Still Be Used in Future iPhones?
11. LiB Plays Hoovered Up on News that Dyson is to Enter the EV Market
12. Sumitomo Dainippon Pharma (4506): Moves to Cut Staffing
13. Graphite Electrode Market Outlook
14. Zeon Corp (4205): Revises Up on Strong Film Sales
Autos
15. Suzuki (7269): Needs to go Electric
16. Mitsubishi Motors (7211): New EV Offensive
17. Dyson: A New Competitor in the Auto Industry
18. Toyota (7203): Expands Hybrid Production Capacity / Saudi Arabia
19. Toyota, Mazda & Denso’s JV for EVs / China EV Sales Quota Delayed
20. Isuzu (7202) and Hino (7205) Cautious on Japan Sales Outlook
Auto Parts / Machinery
21. Performance of Automation and Auto Parts:
22. Shanghai Story Takes Some of the Shine off Koito (7276)
23. NGK Spark Plug (5334): FY17 H1 Guidance Raised, Anticipate Full Year to be Raised at H1
24. The “Heavies”: Reverse Stock Splits / Restructuring Hopes for IHI
Internet
25. Yahoo Japan (4689): Upping its Content Provision Interaction
26. MVNOs’ Disadvantage vs. the Big 3 Telco Giants in Marketing iPhones; Implications for Rakuten
27. LINE (3938): Live Video Ads
28. Nexon (3659) Boosts its Exposure to Mobile Gaming
29. Encouraging Indicators for CyberAgent (4751)
PSA Company Visits, Tours and Interviews:
•Calls with Shin-Etsu Chemical (4063), Hoya Corp (7741), Zeon Corp (4205)
•Attended information meeting of Sumitomo Chemical (4005)
List of PSA Published Reports as of July 2017:
Founded in 2009, Pelham Smithers Associates (PSA) provides market intelligence on Asian technology, focusing in particular on Japan. The industries covered by our team of specialists are: consumer electronics, telecomms, pharmaceuticals, internet, electronic parts and materials, automotive technology, retail and capital goods.
PSA produces both company and sector reports. The focus of PSA’s research is to identify winners and losers as new technologies impact the top and bottom lines of corporations. Critical to our research is the clear explanation of how these new technologies work and how they impact companies and industries.
The founding partners have worked closely together for twenty years and the team has more than doubled in size since 2012.
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